user avatar

Nicole Wiethe

Advisor at U.S. Bancorp Advisors, LLC

Updated today
U.S. Bancorp Advisors, LLC logo

Firm

U.S. Bancorp Advisors, LLC

Location

Westerville, OH 43081

Credentials

Series 63, Series 66

Industry experience

20 years

About

Nicole Wiethe is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked with U.S. Bancorp Investments, Inc. since 2012 and U.S. Bank since 2016, joining U.S. Bancorp Advisors in 2026. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm utilizes model strategies, separately managed accounts, and technology platforms to implement client portfolios, combining third-party investment managers and proprietary resources as a subsidiary of U.S. Bancorp.

Client services

Based on U.S. Bancorp Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on U.S. Bancorp Advisors, LLC

General retirement planning Elder care planning College savings (529s, UTMA, etc.)

Fee options

Commissions

Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.

Location

833 S State St

Westerville, OH 43081

Most active in

Ohio

Work history

U.S. Bancorp Advisors, LLC

2026 - Present (1 year)

U.S. Bank

2016 - Present (10 years)

U.S. Bancorp Investments, Inc.

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
user avatar

Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

Passive / index investing Active portfolio management
user avatar

Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Active portfolio management
user avatar

Joseph F

CFP®, Series 63, Series 65

Worthington, OH

Tricord Wealth Advisors

General retirement planning Business exit / sale strategy Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")